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Fairstone Financial Management profile image
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Fairstone Financial Management

I am a qualified independent financial adviser, with the skills and expertise required to provide a tailored service to my clients based on their financial situation. I believe that trust is the key to creating the long-lasting adviser-client relationship’s that will benefit all parties involved. In recent years, I have mainly focused on private individuals and small companies; For individuals, I look at ways of helping them achieve their financial goals, making sure their investments are structured in tax efficient environments, whilst continually reviewing performance, updating them on legislative changes and ensuring they are suitably protected for the future. For companies, I offer an insight into the key areas of financial planning with an emphasis on employee benefits, which is increasingly important with the new auto enrolment legislation being in place. Please get in touch if you would like a no strings attached meeting*: 0207 648 2449 *The meeting process is at my expense and should there be any work for me to do, then I will let you know what charges may apply. Areas covered: PENSIONS: Group Personal Pensions / Auto Enrolment, Personal Pensions, Occupational Pensions, Pension Transfers, Self-Invested Personal Pensions (SIPP), Small Self-Administered Schemes (SSAS), Income Drawdown / Unsecured Pensions (USP), Annuities INVESTMENTS: ISA's, Unit Trusts, Investment Bonds, Offshore Bonds, Structured Products PROTECTION: Life Cover, Mortgage Life Cover, Critical Illness Cover (CIC), Income Replacement (PHI), Private Medical Insurance (PMI), Long Term Care ESTATE PLANNING & INHERITANCE TAX

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Hear from
a professional

What do you love most about your job?

I love the continuous interaction with clients. I'm not one to sit in front of a computer screen all day, so any opportunity I get to spend with a client in my offices, their offices or at their homes I enjoy thoroughly.

What inspired you to start your own business?

I believe that by being self-employed I am have given myself the opportunity to reap the rewards of my own hard work. Although not essential at the moment, when I have a wife and children I will also be able to have a more flexible work-life balance

Why should our clients choose you?

I usually fire this question back to the client - 'Why not choose me?'
I am qualified and continue to do exams in order to stay keep up with continuously changing regulations.
I am a very driven individual and believe this is evident through my work for clients.
Most of all, I am told that I am a very personable individual and get on well with people from all walks of life. This I believe to be the key characteristic of being an IFA. By building trust between the adviser & client, I have found that longer lasting and more financially rewarding relationships will be formed.

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How confident are you managing your finances?

Very confident

How old are you?

50-59

Which service(s) do you require?

Pensions & Annuities

What is your approximate annual income before tax?

£80,000 or more

What is the approximate total value of your cash savings and other investments?

£100,000 or more

In which location(s) would you like to meet the advisor?

At my location, At the advisor's office, Internet or phone (no face to face meeting)

How confident are you managing your finances?

Somewhat confident

How old are you?

50-59

Which service(s) do you require?

Pensions & Annuities

What is your approximate annual income before tax?

Prefer not to say

What is the approximate total value of your cash savings and other investments?

Prefer not to say

In which location(s) would you like to meet the advisor?

At the advisor's office, Internet or phone (no face to face meeting)

How confident are you managing your finances?

Not confident

How old are you?

24-29

Which service(s) do you require?

Investment advice, Pensions & Annuities

What is your approximate annual income before tax?

£80,000 or more

What is the approximate total value of your cash savings and other investments?

£100,000 or more

In which location(s) would you like to meet the advisor?

At my location

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Reviews

4.96/5.00

based on 277 reviews

The average rating for Bark Independent Financial Advisors in London is 4.96, based on 277 reviews.

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